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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,254 |
THE BENEFIT ADVANTAGE, INC.9+ years Service code 15 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $19,174 |
MAULDIN & JENKINS9+ years Filed as: MAULDIN & JENKINS CPA, LLC Service code 10 200 GALLERIA PARKWAY SE, STE 1700 · ATLANTA, GA 30339 | Accounting | $15,250 |
IRON-CO-FID-COMPREHENSIVE4 years Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $4,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,588 | $41,078+81.6% | $80,569-7.4% | $71,457+4.4% |
| Participation rate | 39.8% | 50.2%-10.4pp | 67.0%-27.2pp | 67.9%-28.1pp |
| Annual return | 16.62% | 38.45%-21.8pp | 935.43%-918.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,208 | $1,506-19.8% | $2,723-55.7% | $2,588-53.3% |
| Participant deferral / active EE | $2,474 | $2,699-8.3% | $4,447-44.4% | $4,289-42.3% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |